Customers
A 'customer' in Tamio denotes an individual who has engaged with your business through various touchpoints such as checkout, form captures, etc., or who has been manually added via the dashboard or API. Each customer supports multiple billing details, shipping information, business classification and VAT number validation.
Tamio enables you to employ Customers feature in diverse ways, including but not limited to:
- Generating direct one-off invoices
- Scheduling recurring invoices
- Managing store vouchers
- Dispatching direct emails
- Organizing newsletter campaigns
- Monitoring performance tracking
- Generating reports
- Developing sales conversion flows
- Collecting product reviews
- Utilizing Automations API
- Handling ticketing
- Conducting SMS campaigns
- Creating custom checkout flows with the Transactions API
- Implementing sales representative processes (e.g., assigning customers to teammates, tracking team conversion performance)
- Managing CRM & Lists
Each customer has a corresponding Customer Object with essential personal details like address, city, business classification and preferred language. Your customers' personal information is stored in servers in Germany, thus being fully GDPR compliant according to EU legislation.
Customers are classified by their category, which can be customer or lead. Leads are a unique type of customer that you can learn more about here.
Description | Method | URL |
---|---|---|
POST | /v2/customers/create | |
GET | /v2/customers/retrieve/:id | |
POST | /v2/customers/update/:id | |
POST | /v2/customers/add-to-list/:id | |
POST | /v2/customers/remove-from-list/:id | |
DELETE | /v2/customers/:id | |
POST | /v2/customers/bulk/remove | |
POST | /v2/customers/send-email/:id | |
POST | /v2/customers/bulk/send-email | |
POST | /v2/customers/bulk/add-to-list | |
Bulk Create | POST | /v2/customers/bulk/create |
POST | /v2/customers/bulk/assign-to-teammate | |
GET | /v2/customers/list |
There are three webhook notification events associated with the Customers API.
- customer-created
- customer-updated
- customer-removed
You can see examples of notification events Customer Events
Whether managing teammates or creating API developer keys, you can customise permissions when accessing Customers API resources. The default set of permissions are view, edit, create and remove.
Moreover, permissions can be extended down to an individual customer level, meaning that you can provide access to specific customers on your account.